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Build Box agents for governed document research

Find the files that answer a business question, cite their locations, and keep permissions and document status visible.

Example outcome

Produce a source-linked answer from governed Box content.

Agent examples

Workflow guides for Box

2 guides

Answer from the governed source

Box often contains the policies, contracts, project files, and operating documents that a team is allowed to use. An agent can search a defined folder tree, compare relevant files, and prepare an answer with citations. The scope and document status matter: an archived draft should not quietly override a current controlled document.

Give the agent the business question, permitted folders, date or version requirements, and source hierarchy. Ask it to include the Box file link, title, version, and quoted or summarized section behind each conclusion. Permission failures and missing files belong in the result.

The standalone guide is useful for policy research, account preparation, project history, or evidence collection. It returns a source register alongside the answer.

Draft a response in Gmail

Box supplies the governed evidence. Gmail supplies the question and conversational context. The combined workflow can prepare a reply that cites or links the right documents without attaching restricted material automatically. A person reviews audience, permissions, and wording before sending.

Combine plugins

Build richer agents by pairing Box with complementary context

Outcome pages can describe combinations: one plugin for source context, another for project tracking, and another for delivery or notifications. Use Box as one layer in a larger agent workflow when the outcome needs more than one connected app.

Available plugin capabilities

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